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Agency level tools?

by Will Evans
3 replies
  • WEB DESIGN
    • |
We run/manage multiple client websites (mainly WordPress) and found that the post-launch side of agency work often gets scattered across too many places: Trello for tasks, spreadsheets for renewals, email for support, separate uptime tools, password vaults, reporting docs, hosting notes, etc.

I'm interested in how other small agencies handle this.

Do you keep everything in one system, or is it normal to have a stack of separate tools?

The areas I'm especially interested in are:
- Website maintenance
- Domain/hosting renewals
- Uptime monitoring
- Client reporting
- Support requests
- Tracking recurring work

Any feedback would be gratefully received.
#agency #level #tools
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  • Profile picture of the author Kosmalll
    In small agencies it's almost always a "tool zoo" rather than one perfect system. Trying to cram everything into a single tool usually ends up making it either too complex or inconvenient for the team. A common approach is to have one "core" system (like a task manager/CRM), and then integrate everything else or keep it separate
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  • Profile picture of the author Wojciech Borowicz
    I felt urged to join
    We used a lot of tools like monday.com, trello, Zoho and even Google Sheets (please do not comment...)
    We've recently registered at over.site which suits our workflow perfectly. It does what you asked for and some more as we're looking to get rid of MS Teams in favor of over.site
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  • Profile picture of the author Alpha MarkeX
    Agency stack = less employees, more systems

    Most agencies don't scale because of talent problems. They scale because of systems, automations, and tools.
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